USA – KCS Group Asia Ltd

The collapse of the old order: Europe’s political crisis and the rise of strategic realignment

Articles / China, City of London, cyberwarfare, defence, Due Diligence, Europe, Geopolitics, global economy, misinformation, NATO, risks, Russia:Ukraine conflict, Sanctions, USA / 06/2026

The geopolitical assumptions that defined the post-Cold War era are rapidly disintegrating. Across Europe, traditional political parties are collapsing under the weight of public frustration, while NATO struggles to adapt to the realities of modern warfare exposed by Ukraine. At the same time, the media environment that once sustained Western consensus politics is fragmenting as [...]

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The Turkey threat: Israel, Syria and the edge of conflict

Articles / China, City of London, Conflict, Due Diligence, Geopolitics, Global Threats, global trade routes, Israel, Russia, security risks, Syria, Turkey, USA / 05/2026

Turkey’s emergence as a primary strategic concern for Israel is no longer confined to diplomatic disputes or rhetorical clashes. Increasingly, Israeli political and military circles are presenting Ankara as a long-term structural threat within the changing architecture of the Middle East. Turkish President Recep Tayyip Erdoğan’s increasingly confrontational posture toward Israel, combined with Ankara’s efforts

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Strategic Tension

Articles / China, City of London, economic growth, finance, financial governance, Geopolitics, global economy, Monetary, money systems, Russia, USA / 03/2026

One of the very few theorical frameworks that actually seems to make sense of the geopolitical chaos we see today is that the City of London, and its aligned transnational financial networks, are in the process of liquidating the West, while trying to decamp to China. But things have not exactly gone according to plan.

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Politics be damned

Articles / debt crisis, defence, Due Diligence, economic growth, Europe, Industrial, political instability, risks, United Kingdom, USA / 02/2026

This is no longer about Ukraine. It is about trajectory. The UK and EU leaders are driving their nations to a point where economic fragility, political fragmentation and strategic overreach will meet like a train crash. The continued rhetoric of open-ended confrontation with Russia may play well in chambers and summits, but the negative consequences

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China and the Power of One

Articles / China, diplomatic relations, Due Diligence, European Union, Geopolitics, Global trade, risks, security, Technology, United Kingdom, USA / 02/2026

China’s political direction since Donald Trump first entered the White House has often been described as reactive; a series of responses to tariffs, technology controls and diplomatic pressure. In reality, Beijing’s trajectory has been shaped less by Washington’s personalities than by a deeper conclusion reached within the Chinese Communist Party (CCP), that the era of

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Canada’s strategic crossroads: navigating between Washington and Beijing

Articles / Canada, China, defence, Due Diligence, Foreign Affairs, global governance, Global trade, global trade routes, Greenland, International Security, supply chains, USA / 01/2026

The environment that supported Canadian foreign policy since the end of the Cold War is fragmenting, with power politics returning to the centre of international relations and economic policy increasingly tied to strategic competition. Prime Minister Mark Carney’s speech at the World Economic Forum (WEF) reflected this assessment, arguing that the global governance framework is

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Is the EU at war with the US or with itself?

Articles / Due Diligence, Europe, European Union, Geopolitics, global energy security, Global trade, Industrial, International Security, NATO, political instability, risks, Russia, USA / 12/2025

The claim that the EU is “at war” with the US sounds hyperbolic at first glance. Washington remains Europe’s principal security guarantor, its largest external trading partner and (through NATO) the backbone of continental defence. Yet, beneath the formal architecture of alliance, a more corrosive dynamic has emerged. Policy choices taken in Brussels and several

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ARC and the powers determined to stop it

Articles / China, Due Diligence, energy markets, Europe, exports, Geopolitics, Global trade, NATO, risks, Russia, Sanctions, tariffs, Technology, trade relations, United Kingdom, USA / 12/2025

For the first time since the end of the Cold War, the world’s three largest powers (the US, Russia and China) are showing signs of drifting into a pragmatic triangular balance. It is not an alliance, and it is not ideological. It is, instead, the product of converging interests. Quiet US-Russia communications on energy and

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Japan, US: a golden age?

Articles / Due Diligence, economic growth, Economy, Foreign investment, Global trade, Japan, manufacturing, risks, security, Takaichi, Technology, USA / 11/2025

When Sanae Takaichi was elected as Japan’s first female prime minister on 21 October, many observers were quick to raise scepticism and criticism. But taking a step back from the usual negative-narrative lens reveals a number of real indicators that Japan might be entering a much more dynamic era; one in which strong leadership, a

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Supply Chains and Sovereignty: the rising trend of localisation vs globalisation

Articles / Asia Pacific, China, Due Diligence, European Union, Geopolitics, Global trade, manufacturing, risks, supply chains, USA / 10/2025

In the past, the logic behind global supply chains was deceptively simple: source components where they were cheapest, assemble products where production was most efficient/ economical, and sell where demand was strongest. This model, refined over decades, essentially prioritised cost and scale above nearly all other considerations. Yet, in recent years, geopolitical pressures, technological competition

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